Introduction to Making Your CRM Dreams a Reality

Introduction to the New CRM Paper from Heller Consulting
The real challenges to implementing a Constituent Relationship Management (CRM) system are defining your overall strategy and managing the organizational change necessary to make it happen. In 2012 Heller Consulting published Insights Into CRM for Nonprofits on The Connected Cause which stimulated many great conversations with industry leaders. Since 2012 Heller has continued to gain new insights from their CRM projects, which they wanted to share with other nonprofit organizations. Their recently released follow up paper, Making Your CRM Asipration a Reality, Heller shares practical tips and tools to get your organization on its way from CRM vision to reality.

In this new paper, Making Your CRM Aspiration Heller shares what they’ve learned about creating a practical framework for bringing together people, technology, service and strategy and managing the change it takes to bring CRM aspirations to fruition.

Two of the most important lessons Heller Consulting has learned over the years and the foci of this new paper, are that successful organizations:

  • Clearly define their CRM objectives
  • Prepare to successfully navigate change

When beginning to talk about CRM, organizations should develop a complete framework including:

  • How to make the case for CRM
  • Plan for the CRM implementation
  • Discuss the benefits of CRM
  • Articulate the value of CRM to staff and stakeholders

In the first section of this paper they discuss how to turn your CRM aspiration into reality. This section can help your nonprofit if your organization has already sprinted ahead with some technology projects and now needs to take a step back and clarify your organization’s long-term plans for growth and success.

There’s also helpful sections in this paper about Heller’s top “lessons learned” they’ve gathered from their experienced consulting and project management teams. Broadly speaking, these lessons are all related to successfully managing change. Change management is arguably the most critical element of CRM initiatives. There is even a list of their favorite change management resources at the end of the paper.

Download this paper now so your nonprofit can transform your CRM dreams into a reality.

Monika McMahon

About Monika McMahon

Monika joined Heller Consulting after spending 8 years in the Boulder technology startup scene. She is an expert in Social and Digital marketing, adopting and implementing new (and old) platforms for organizations ranging from ecommerce, SaaS, and nonprofits. Monika not only understands how these platforms work but how to use them to meet business objectives. When she is not educating and sharing her online talents, she can be found enjoying the music scene in Denver.

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